DFS Offering - Funds: How Do I Set Fund Permissions?

How do I set Fund Permissions?

By following the steps below, you will be able to set Fund Permissions for Staff Members:

  • As a System Admin, log into ParishSOFT Desktop - Offerings and Pledges.
  • Click on Funds in the File Menu.
  • Click on Set Fund Permissions
  • Select User and choose the single arrow indicating moving to the Permission Granted box.
  • Click on Update.
  • Repeat for each Fund.
  • Click on Close.
  • Log out.
  • Have User log in and they should be able to see a drop-down menu of all chosen Funds while posting.





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